IWMI vs ISHG
Comparison between NEOS RUSSELL 2000 HIGH INCOME ETF (IWMI, ETF) and ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF (ISHG, ETF).
IWMI vs ISHG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IWMI
$909M
ISHG
$907M
Expense Ratio
IWMI
0.68%
Winner
ISHG
0.35%
Max Drawdown
Winner
IWMI
27.88%
ISHG
42.96%
Sharpe Ratio
Winner
IWMI
1.92
ISHG
-0.41
5Y Beta
IWMI
0.92
Winner
ISHG
0.02
IWMI vs ISHG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWMI
+6.17%
ISHG
-1.40%
3M
Winner
IWMI
+16.27%
ISHG
+0.40%
6M
Winner
IWMI
+15.73%
ISHG
-0.70%
1Y
Winner
IWMI
+36.99%
ISHG
+0.84%
5Y(CAGR)
IWMI
N/A
ISHG
-0.93%
10Y(CAGR)
IWMI
N/A
ISHG
-0.30%
Max(CAGR)
Winner
IWMI
+19.67%
ISHG
-0.65%
IWMI vs ISHG - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | IWMI | ISHG |
|---|---|---|
| 2026 | +15.48% | -0.93% |
| 2025 | +14.86% | +14.14% |
| 2024 | +6.59% | -3.11% |
| 2023 | N/A | +4.98% |
| 2022 | N/A | -10.41% |
| 2021 | N/A | -7.29% |
| 2020 | N/A | +7.71% |
| 2019 | N/A | -0.18% |
| 2018 | N/A | -3.81% |
| 2017 | N/A | +11.12% |
| 2016 | N/A | -1.77% |
| 2015 | N/A | -6.94% |
| 2014 | N/A | -9.81% |
| 2013 | N/A | -2.37% |
| 2012 | N/A | +1.41% |
| 2011 | N/A | -2.94% |
| 2010 | N/A | +0.59% |
| 2009 | N/A | +7.31% |
IWMI vs ISHG Drawdown Comparison
The maximum drawdown for IWMI was -23.88%, occurring on Apr 8, 2025. Recovery took 189 trading sessions.
The maximum drawdown for ISHG was -37.24%, occurring on Sep 27, 2022. This drawdown has not yet recovered.
The current ISHG drawdown is -23.08%.
| Rank | IWMI | ISHG |
|---|---|---|
| #1 | -23.88% Nov 29, 2024 - Sep 4, 2025 | -37.24% May 4, 2011 - Sep 27, 2022 |
| #2 | -8.88% Jul 26, 2024 - Sep 19, 2024 | -15.06% Dec 1, 2009 - Mar 21, 2011 |
| #3 | -8.39% Feb 26, 2026 - Apr 13, 2026 | -5.65% Jan 28, 2009 - Mar 19, 2009 |
| #4 | -6.62% Oct 27, 2025 - Nov 26, 2025 | -4.09% Mar 19, 2009 - May 8, 2009 |
| #5 | -3.49% May 6, 2026 - May 26, 2026 | -3.93% Jun 2, 2009 - Jul 22, 2009 |
| #6 | -2.87% Jan 22, 2026 - Feb 9, 2026 | -2.10% Aug 3, 2009 - Sep 8, 2009 |
| #7 | -2.84% Jun 4, 2026 - Jun 12, 2026 | -1.78% Oct 21, 2009 - Nov 16, 2009 |
| #8 | -2.76% Oct 8, 2025 - Oct 14, 2025 | -1.61% Mar 21, 2011 - Apr 12, 2011 |
| #9 | -2.60% Dec 11, 2025 - Jan 6, 2026 | -1.30% Jul 22, 2009 - Jul 31, 2009 |
| #10 | -2.45% Oct 17, 2024 - Nov 6, 2024 | -1.01% Nov 16, 2009 - Nov 25, 2009 |
| #11 | -2.33% Nov 11, 2024 - Nov 25, 2024 | -0.91% Sep 17, 2009 - Oct 6, 2009 |
| #12 | -2.15% Feb 9, 2026 - Feb 26, 2026 | -0.90% May 22, 2009 - May 29, 2009 |
| #13 | -1.99% Sep 30, 2024 - Oct 11, 2024 | -0.90% Oct 8, 2009 - Oct 14, 2009 |
| #14 | -1.71% Oct 15, 2025 - Oct 24, 2025 | -0.87% Apr 14, 2011 - Apr 20, 2011 |
| #15 | -1.46% Sep 19, 2024 - Sep 30, 2024 | -0.69% May 14, 2009 - May 19, 2009 |
Correlation
Correlation between IWMI and ISHG is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.65
-101
Dividend Comparison (2009 - 2026)
IWMI vs ISHG dividend yield comparison.
| Year | IWMI | ISHG |
|---|---|---|
| 2026 | 6.87% | 0.00% |
| 2025 | 14.05% | 1.45% |
| 2024 | 8.78% | 2.56% |
| 2023 | 0.00% | 0.18% |
| 2021 | 0.00% | 1.29% |
| 2018 | 0.00% | 1.80% |
| 2017 | 0.00% | 0.46% |
| 2015 | 0.00% | 0.09% |
| 2014 | 0.00% | 0.42% |
| 2013 | 0.00% | 0.20% |
| 2012 | 0.00% | 1.55% |
| 2011 | 0.00% | 4.51% |
| 2010 | 0.00% | 0.97% |
| 2009 | 0.00% | 1.15% |
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